Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (EFAD)

28 + Investors. Track Smart Money conviction in EFAD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — EFAD

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EFAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
28 funds currently hold this stock — 88% of the 3.0-year high of 32 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

16 buying9 selling
Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 9 were sellers (8 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
17 out of 28 hedge funds have held EFAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

1 → 1 → 3 → 3 → 3 new funds/Q
New funds entering each quarter: 1 → 3 → 3 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 21% newcomers

■ 61% veterans ■ 18% 1-2yr ■ 21% new
Entry-cohort mix of 28 holders: 17 (61%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
9 of 28 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EFAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EFAD

In 2026 Q1, 16 hedge funds were net buyers of EFAD (3 opened a new position, 13 added to an existing one), while 9 reduced or exited (8 trimmed, 1 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in EFAD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: EFAD

How many hedge funds hold EFAD — quarterly history vs. share price
Quarterly hedge fund ownership of EFAD vs. share price

Market Analysis: EFAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFAD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EFAD
2026 Q2 Stats Unlock in 5 days 28 + Investors

Track Smart Money conviction in EFAD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 26 7.69%
13F Shares 841K 851K -1.06%
Total Value $36M $35M 0.26%
New Positions 3 3 -
Increased Positions 13 10 +3
Closed Positions 1 2 -1
Reduced Positions 8 10 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFAD

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Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFAD. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 22 EFAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anson Capital, Inc. 1.24% 44,642 $1.9M
2 Key FInancial Inc 0.77% 109,687 $4.7M
3 SFI Advisors, LLC 0.32% 8,534 $366K
4 Nations Financial Group Inc, /Ia/ /Adv 0.17% 85,002 $3.6M
5 Capital Square, LLC 0.15% 7,807 $336K
6 MWA Asset Management 0.15% 7,578 $325K
7 Heritage Wealth Management, Inc. 0.12% 10,776 $462K
8 Smith, Moore & CO. 0.02% 6,992 $300K
9 Sanctuary Advisors, LLC 0.00% 21,054 $902K
10 Raymond James Financial Inc 0.00% 96,757 $4.1M
11 Morgan Stanley 0.00% 283,859 $12.2M
12 Cetera Investment Advisers 0.00% 13,241 $567K
13 LPL Financial LLC 0.00% 18,174 $779K
14 Osaic Holdings, INC. 0.00% 3,374 $145K
15 Aptus Capital Advisors, LLC 0.00% 444 $19K
16 Wells Fargo & Company/Mn 0.00% 14,965 $641K
17 Jones Financial Companies Lllp 0.00% 5,932 $252K
18 Fifth Third Bancorp 0.00% 1,329 $57K
19 Royal Bank of Canada 0.00% 13,083 $560K
20 Ameriprise Financial Inc 0.00% 7,188 $308K
21 UBS Group AG 0.00% 9,075 $389K
22 Assetmark, Inc 0.00% 6 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (EFAD)

What does the Smart Money Trend signal show for EFAD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EFAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EFAD?

More buyers than sellers — 64% buying: Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 9 were sellers (8 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFAD holders?

Elite ownership — 46% AUM from top-100 funds: 9 of 28 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EFAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EFAD?

61% of holders stayed for 2+ years: 17 out of 28 hedge funds have held EFAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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